When was Smart founded?

Smart was founded in 2020 and raised its 1st funding round 2 years after it was founded.

Where is Smart located?

Smart is headquartered in Delaware, United States.

Who is the current CEO of Smart?

Andrew Evans and Duane Bernt s of Smart. Andrew Evans has also founded 2 companies.

Is Smart a funded company?

Smart is a funded company, having raised a total of $***** in its 1st and only funding round, a Series D round on Jan 13, 2022.

How much is Smart worth?

The latest valuation of Smart is $***** as of May 15, 2023.

When was the latest funding round of Smart?

Smart's latest funding was a $***** Series D round on Jan 13, 2022, with participation from 0 investor. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $4.96B in funding in 2026 to date.

Where does Smart rank among its competitors?

Smart ranks 101st amongst 1033 active competitors, of which 74 are funded. It stands 2nd in terms of total funding among its competitors. The most recent competitor to raise funding was Farther, which secured $150M in May, 2026.

Who are the top competitors of Smart?

Smart's top competitors include Farther, Origin and Pontera. Among them, Farther secured the most recent funding round in May, 2026.

Smart - 2026 Company Profile, Team, Funding & Competitors

Company Details

Financial planning solutions for retirement. It provides a platform for employers, advisors, and retirement plan participants to use retirement savings options by providing self-service retirement income solutions to customized platform options. It also provides a recordkeeping solution for PEPs to facilitate retirement income solutions.

Website: www.smartretire.com/
Email ID: *****@smartretire.com

Key Metrics

Founded Year

2020

Location

Delaware, United States

Stage

Series D

Total Funding

$225M in 1 round

Latest Funding Round

Series D, Jan 13, 2022, $*****

Post Money Valuation

$***** as on May 15, 2023

Ranked

101^st among 1033 active competitors

Investment & Acquisitions

ProManage & 1 more

Similar Companies

Pontera & 229 more

View Smart's full profile

Smart has raised a total funding of $225M over 1 round.

Here is the list of recent funding rounds of Smart:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 13, 2022	5901916	Series D	5938357	8182928	2419216	1890732

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View details of Smart's funding rounds and investors

The founders of Smart is Andrew Evans. Duane Bernt is the CEO of Smart.

Here are the details of Smart's key team members:

Andrew Evans: Co-Founder & Group CEO of Smart and founder of 2 other companies, Smart and Smart Pension. They serve on the board of 1 company.
Contact Info: 4 email addresses
Duane Bernt: CEO of Smart.
Contact Info: 1 email address

View details of Smart's Founder profiles and Board Members

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Top competitors of Smart include Farther, Origin and Pontera. Here is the list of Top 10 competitors of Smart, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Farther 2019, New York City (United States), Series D	App-based financial planning and management platform for individuals	$272M	CapitalG, General Atlantic & 14 others	68/100
2nd	Origin 2019, San Francisco (United States), Series B	Financial planning solutions for employees	$68M	Felicis Ventures, General Catalyst & 13 others	66/100
3rd	Pontera 2012, New York City (United States), Series C	Tax management solutions for businesses	$160M	Lightspeed Venture Partners, Horizons Ventures ... & 11 others	63/100
4th	Compound 2019, San Francisco (United States), Series B	Wealth and financial management platform	$37.1M	Greenoaks, Atacama Ventures & 17 others	62/100
5th	Uprise 2021, San Francisco (United States), Seed	AI-powered financial advisory platform for individuals	$4.7M	Blank Ventures, Hustle Fund & 5 others	58/100
6th	Capitalize 2019, New York City (United States), Series B	Financial planning and advisory platform	$33.5M	RRE Ventures, Canapi Ventures & 4 others	56/100
7th	OneEleven 2016, New York City (United States), Series A	Financial planning and money management platform for employers and individuals	$2.55M	Village Capital, Inspiration Ventures	54/100
8th	Keystone 2006, Salt Lake City (United States), Acquired	Online financial and investment advisory platform for individuals	-	Access Ventures, Braviant Holdings	54/100
9th	Inspira Financial 2023, Oak Brook (United States), Funding Raised	Provider of health, wealth, retirement, and benefits solutions	-	Pantheon International, Parthenon Capital ... & 1 others	54/100
10th	Basic Capital 2021, New York City (United States), Series A	Financial planning and advisory solution for individuals and businesses	$25M	Forerunner Ventures, Lux Capital & 5 others	53/100
101st	Smart 2020, Delaware (United States), Series D	Financial planning solutions for retirement	$225M	-	36/100